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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1076
New Hampshire Trust
New Hampshire
$587K – – –
ALAM
1077
Asahi Life Asset Management
Japan
$585K +$239K +655 +81%
FA
1078
Faithward Advisors
Pennsylvania
$582K +$113K +310 +26%
BFA
1079
Buttonwood Financial Advisors
Maryland
$578K +$28.1K +77 +6%
CF
1080
Cantor Fitzgerald
New York
$576K -$5.12K -14 -1%
GC
1081
Guidance Capital
Kentucky
$575K +$541K +1,482 New
ECA
1082
Elevated Capital Advisors
Utah
$574K +$39.1K +107 +8%
CWP
1083
Concord Wealth Partners
Virginia
$571K +$282K +771 +118%
FFA
1084
Founders Financial Alliance
North Carolina
$566K +$70.5K +193 +16%
FI
1085
Financial Insights
Washington
$562K +$63.9K +175 +14%
WB
1086
WesBanco Bank
West Virginia
$562K +$15.7K +43 +3%
RWPA
1087
Richard W. Paul & Associates
Michigan
$562K +$66.5K +182 +15%
NHC
1088
Nicholas Hoffman & Company
Georgia
$558K -$36.5K -100 -7%
AC
1089
Allstate Corporation
Illinois
$546K – – –
WF
1090
Welch & Forbes
Massachusetts
$546K +$4.38K +12 +0.9%
CFA
1091
CWS Financial Advisors
Michigan
$543K – – –
HCM
1092
Hollencrest Capital Management
California
$541K – – –
IWP
1093
Invenio Wealth Partners
Florida
$541K +$493K +1,350 New
OP
1094
ORG Partners
Indiana
$540K +$493K +1,350 New
MGIA
1095
Moneta Group Investment Advisors
Missouri
$539K +$103K +283 +27%
MIA
1096
MainStreet Investment Advisors
Illinois
$538K -$9.13K -25 -2%
LNC
1097
Lincoln National Corp
Pennsylvania
$538K +$86.2K +236 +21%
FC
1098
Forte Capital
New York
$537K -$4.75K -13 -1%
MA
1099
Mutual Advisors
Nebraska
$536K +$3.29K +9 +0.7%
LFG
1100
Lazard Frères Gestion
France
$535K – – –
42 43
44
45 46